# Portfolio BI

Portfolio BI is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** 1400 Broadway, Suite 2810, New York, NY 10018, United States
- **Assets under management:** Undisclosed
- **Website:** portfoliobi.com
- **LinkedIn:** https://www.linkedin.com/company/portfolio-bi

## Regulatory record

- **Reports private funds:** No

## About

Portfolio BI empowers buy-side firms to take control of their portfolio and trading data through workflow, analytics, governance & security.

## Sectors

- FinTech
- Enterprise Software
- Data & Analytics
- Cybersecurity
- Infrastructure

## Offices

- London, United Kingdom
- Belgrade, Serbia

## People

- Jonathan White — Leadership Team
- Sumit Mahajan — Leadership Team
- Paul Goduco — Leadership Team
- Tatjana Nikolic — Leadership Team
- Chris Cattermole — Leadership Team
- Michael Dittenhoefer — Leadership Team
- Dana Perretti — Leadership Team
- Aleksandar Vulovic — Leadership Team
- Michael Spurr — Leadership Team
- Mubin Mirkar — Leadership Team
- Anthony Ostler — Leadership Team
- Vesna Varga — Leadership Team

## Questions

### Who runs investment decisions at Portfolio BI?

Portfolio BI is led by a twelve-person leadership team of financial services and technology veterans. Named individuals include Jonathan White, Sumit Mahajan, Paul Goduco, Tatjana Nikolic, Chris Cattermole, Michael Dittenhoefer, Dana Perretti, Aleksandar Vulovic, Michael Spurr, Mubin Mirkar, Anthony Ostler, and Vesna Varga (per firm website). The firm does not publicly disclose a single CEO or CIO.

### How does Portfolio BI source proprietary deal flow?

Portfolio BI does not source deal flow on behalf of clients. It provides data solutions and cloud infrastructure services that help asset managers manage portfolio and trading data. Its sourcing is through direct sales and partnerships, such as the strategic alliance with ACA Group (per firm website, December 2024).

### What investment stages does Portfolio BI typically target?

Portfolio BI does not make investments. It sells software and services to asset managers, including hedge funds, private credit firms, and institutional asset managers. Its client base spans firms that deploy capital across various stages, but PBI itself does not invest.

### Which sectors does Portfolio BI explicitly avoid?

Portfolio BI does not publicly disclose any explicit sector avoidance. Its client focus is on alternative asset managers in the financial services industry.

### How is Portfolio BI related to portfolio construction or investment advisory?

Portfolio BI provides data management and workflow tools that support portfolio and order management. Its PBI Axiom product offers an IBOR (Investment Book of Record) with order management and portfolio management system modules. It does not offer investment advisory or portfolio construction services itself.

## Related profiles

- [Monitronics International](https://altss.com/profile/monitronics-international)
- [Cygni Investments Inc.](https://altss.com/profile/cygni-investments-inc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/portfolio-bi

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